Attaching Documents to a Project Request (v8.xx)
As with all other forms in Geniusproject, it is possible to attach one or several files to a project request on the [Attachment] tab.
To attach a file to a project request:
Navigate to the [Attachment] tab labeled with the icon.
Click on the "Choose File" button to browse through your files and folders and select a file. Repeat these steps for each file you would like to attach to the form.
Related Articles
Attaching Documents to a Project Request (v10.xx)
As with all other forms in Cerri Project, users can attach one or multiple files to a project request in the [Attachment] tab. To attach a file to a project request: Navigate to the [Attachment] tab, labeled with the clamp icon. Click on the "Choose ...Create a Project Request (v8.xx)
To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "New request" from the contextual navigation menu. Otherwise select "Project request" from Create Tab. A new Project Request form will open. ...Create a Project Request (v10.xx)
To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "All" from the contextual navigation menu. From the CREATE menu select "Project request". A new Project Request form will open. Header ...Documents (v10.xx)
All document management features are available in project templates, though their usage differs slightly. Any kind of document can be created in a project template, including standard Cerri Project documents, and other documents either derived from a ...Documents (v8.xx)
All document management features are available in project templates, but the way to use them is slightly different. Any kind of document can be created in a project template: standard Geniusproject documents, other documents, either from a template ...